PendingTerafab: AI5 small-batch 2026, volume 2027, a terawatt of compute/year
“We either build the Terafab, or we don't have the chips, and we need the chips, so we build the Terafab.”
The predictions too big for any one company. Scorecard so far: 0 delivered · 2 missed · 5 still open.
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Missed
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